The Financial report will offer information on all invoices created and generated by your engagements. This report type offers visual analytics for Total Revenue, Billing Metrics, Total Outstanding Invoices, Total Expenses, Top 5 Client List, Top 5 Coaches by Expenditure, Total Outstanding Invoices.

For more information on how to bill your clients with an invoice, please click here. For information on how to create a contract for your clients, please click here.

Filter options include:

  • Date

  • Department (Enterprise only)

  • Business unit (Enterprise only)

  • Program

  • Status

  • Coachee name

  • Coach name

A detailed report is also available with additional customizable columns. The raw data can be exported in both CSV and Excel format.

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